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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
National Pension Service
National Pension Service
South Korea
$21.2B +$544M 15 13.68% Increased
52
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$20.6B -$216M 35 9.62% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$19.8B -$4.53B 17 11.17% Reduced
54
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.6B +$448M 23 10.82% Increased
55
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$19.4B +$147M 18 13.74% Increased
56
DZ Bank
DZ Bank
Germany
$19.3B +$1.5B 18 14.78% Increased
57
Vanguard Asset Management
Vanguard Asset Management
$19.1B +$2.22B 25 12.87% Increased
58
Swedbank
Swedbank
Sweden
$18.1B -$14.4M 15 15.62% Reduced
59
Primecap Management
Primecap Management
California
$17.9B -$317M 10 10.59% Reduced
60
Dodge & Cox
Dodge & Cox
California
$17.8B +$677M 7 9.31% Increased
61
AQR Capital Management
AQR Capital Management
Connecticut
$17.4B +$2.64B 31 6.08% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$17.2B +$467M 26 11.42% Increased
63
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$17B +$523M 14 21.28% Increased
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$16.8B -$122M 36 12.67% Reduced
65
Principal Financial Group
Principal Financial Group
Iowa
$16.6B -$1.34B 21 8.17% Reduced
66
Nordea Investment Management
Nordea Investment Management
Sweden
$15.8B -$342M 21 12.89% Reduced
67
Victory Capital Management
Victory Capital Management
Texas
$15.7B -$91.6M 29 8.82% Reduced
68
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15.6B -$1.44B 42 5.42% Reduced
69
LPL Financial
LPL Financial
California
$15.4B +$500M 39 3.47% Increased
70
National Bank of Canada
National Bank of Canada
Quebec, Canada
$15.4B +$874M 30 10.98% Increased
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$14.6B -$76.2M 33 13.43% Reduced
72
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$14.3B -$701M 10 9.35% Reduced
73
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$13.9B -$907M 10 12.64% Reduced
74
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.8B +$9.46M 26 3.25% Increased
75
Fidelity International
Fidelity International
Bermuda
$13.3B +$541M 18 9.56% Increased